Value Invest

4th London Value Investor Conference, 20 May 2015


2015 conference overview video


Photos from London Value Investor Conference 2015

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Click here to view photos of the Peter Cundill Foundation Dinner in Aid of Child Bereavement UK

Moderator: David Shapiro

Wednesday, 20th May 2015
07.30-08.30 Registration
08.30-08.40 Opening Remarks – Jonathan Mills, Metropolis Capital
08.40-09.20 Jonathan Ruffer, Ruffer LLP & Auckland Castle TrustFoghorns in the Fog
09.20-10.00 Jeff Everett, EverKey Global Equity – Ageless Insights – Sir John Templeton’s Insights from Seven Decades of Investor Correspondence
10.00-10.40 Tim Hartch, Brown Brothers Harriman – Calculating Intrinsic Value
10.40-11.10 Coffee and networking break
11.10-11.50 Hassan Elmasry, Independent Franchise PartnersFranchise Investing
11.50-12.30 Kevin Gibson, Eastspring Investments – Why Forecasting Fails Amid a World of Uncertainty
12.30-13.10 Charles Brandes, Brandes Investment Partners – Enduring Principles of Value Investing: Audience Q&A led by Richard Oldfield
13.10-14.10 Lunch
14.10-14.50 Nathaniel Dalton, Affiliated Managers Group – Permanent Partner to Great Investors
14.50-15.30 Dato’ Cheah Cheng Hye, Value Partners GroupThe Chinese Stockmarket: from Ugly Duckling to Beautiful Princess
15.30-15.50 Simon Denison-Smith, Metropolis Capital – Growth hiding Value
15.50-16.10 Kevin Murphy, Schroders – Value: What’s your Perspective?
16.10-16.40 Tea and networking break
16.40-17.00 Bernd Ondruch, Astellon Capital Partners – Volkswagen – in Rust we Trust
17.00-17.20 Iván Martín Aránguez, Magallanes Value Investors – There’s Always Something to Do
17.20-17.30 Ann Chalmers, Child Bereavement UK – 21 years of Rebuilding Lives Together
17.30-18.30 Neil Woodford, Woodford Investment Management – Audience Q&A led by David Shapiro
18.30-19.30 Networking Reception
19.45-22.00 The Peter Cundill Foundation dinner in aid of Child Bereavement UK – Churchill Room, Palace of Westminster (separate booking is required to attend this dinner)



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  • “It’s very much the Rolls-Royce of the investor conference market”
    Paul Scott, Stockopedia
  • “Very good event with excellent quality of speakers. Well done!”
    Andrew Hardy, Momentum GIM
  • “Please make this an annual event, thought it was brilliant, learnt lots and the topics were well diversified. Very interesting day. Thank you”
    Mary Allen, Rothschild
  • “Very well organised and it was a treat for investors like us to hear some great speakers”
    Roli Saxena, Drona Capital
  • “A fantastic conference with lots of superb speakers and interesting discussions- well done!”
    Paul McNulty, Setanta Asset Management
  • “Great conference overall. Hard to complain – good job”
    Travis Moss, JP Morgan